RCSIX Mutual Fund

NAV$13.61

Returns Overview

1 Month
+6.12%
3 Months
+11.18%
6 Months
+2.34%
YTD
-0.81%
1 Year
-2.64%
3 Years (annualized)
+8.47%
5 Years (annualized)
+9.30%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-0.81%
Peer Avg (YTD)
+4.49%
vs Peers
-5.29%

RCSIX Mutual Fund Performance

RCSIX performance across multiple time periods: 1-month 6.12%, YTD -0.81%, 1-year -2.64%, 3-year 8.47%, 5-year 9.30%, 10-year 6.43%.

RCSIX returns trail the peer average of 4.49% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

RCSIX performance comparison shows side-by-side returns with another fund. RCSIX alternatives are available in the Mutual Fund Screener.